
Dynamic professional with extensive experience at Cantor Fitzgerald, excelling in decision-making and issue resolution. Proven track record in managing margin calls and regulatory reporting, enhancing operational efficiency. Skilled in recruiting and human resources, with a strong ability to collaborate and optimize processes, ensuring client satisfaction and risk mitigation.
Manage the timely and accurate issuance of Margin Calls , treshholds and other notifications in accordance with regulatory rules, firm requirements and client agreements.
Serve as operational point of contact for margin related queries for both clients and client representatives
Prepared regulatory reporting for portfolio margin accounts with high standards of accuracy
Partnered with Product management, treasury, risk to provide operational insights and optimize inventory usage. Collaborate with clients in order to maintain appropiate collateral management both in house and with third parties to reduce credit and market risk to the firm. Develop , implement and continuously improve operational procedures and controls to mitigate risk, increase client retention and ensure escalability.